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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
301
Reston Wealth Management
Virginia
$5.35M +$293K +3,305 +6%
IA
302
IFP Advisors
Florida
$5.24M -$26.7K -301 -0.5%
BUB
303
BBVA USA Bancshares
Texas
$5.03M +$97.3K +1,098 +2%
CFA
304
Cahill Financial Advisors
Minnesota
$5M +$1.02M +11,560 +26%
PA
305
PFG Advisors
Arizona
$4.99M +$2.58M +29,048 +105%
SIA
306
Soltis Investment Advisors
Utah
$4.89M +$565K +6,371 +13%
HCC
307
Hirtle Callaghan & Co
Pennsylvania
$4.8M
DT
308
Daniels + Tansey
Delaware
$4.79M +$4.82M +54,354 New
HAS
309
HBW Advisory Services
California
$4.79M +$1.39M +15,629 +40%
PG
310
Proffitt & Goodson
Tennessee
$4.76M +$79K +891 +2%
GLLW
311
Graves Light Lenhart Wealth
Virginia
$4.69M +$97.7K +1,102 +2%
WA
312
WBH Advisory
Maryland
$4.68M +$1.04M +11,722 +28%
TPA
313
Trivium Point Advisory
Connecticut
$4.65M -$247K -2,783 -5%
ECA
314
Elevated Capital Advisors
Utah
$4.61M -$204K -2,305 -4%
FHA
315
Flagship Harbor Advisors
Massachusetts
$4.56M -$3.54M -39,882 -44%
CCM
316
Chilton Capital Management
Texas
$4.49M -$13.2K -149 -0.3%
DMBA
317
Deseret Mutual Benefit Administrators
Utah
$4.49M
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$4.28M +$127K +1,437 +3%
C
319
Clearshares
New York
$4.24M
EWG
320
Executive Wealth Group
Washington
$4.2M +$2.48K +28 +0.1%
WLIM
321
White Lighthouse Investment Management
Massachusetts
$4.2M +$31.7K +357 +0.8%
AP
322
Advisors Preferred
Maryland
$4.18M +$1.49M +16,858 +55%
VA
323
Valmark Advisers
Ohio
$4.15M +$868K +9,788 +26%
WIA
324
Wealthstreet Investment Advisors
Texas
$4.1M +$1.81M +20,425 +78%
FIG
325
FundX Investment Group
California
$4.07M +$4.09M +46,130 New